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Top Resources for CRM & Sales Hub

  • Custom 'Create Deal' Form for Different Sales Pipelines

    • Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeline Logic" feature has solved this issue for Pro and Enterprise Sales Hub Users. We've been using it at Raka . Here is more info on the Knowledge Base ." Thank you @DeKoning ...read more

  • CRM Custom Objects

    • Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on down on the left hand panel. The intent of what we are wishing to do is find the best way to capture discovery questions (which would need to be editable text) and if possible change the name of the N ...read more

  • Create a tags or groups

    • Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to. ...read more

  • How can you access Associated Companies in Reports or Workflows?

    • We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object). Ideally this would be through a workflow push to a google sheet, but I would also be able to use a list or report export. Ideal output would be a company list with a column for the management co ...read more

  • Reporting on Average Time in Lifecycle Stage

    • Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average Time in SQL over time for all of our contacts. Any ideas of how to do that? ...read more

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CharlotteJ on January 17, 2022
New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
Reply Discussion Announcement Sales
13 upvotes
90 Replies
EMcGrath
Contributor
September 28, 2023
Hi, All! Emily here. I am a Revenue Operations Manager for a SaaS Startup company. I've been a longtime user and admin of other CRMs. I used Hubspot ...read more
CharlotteJ on December 14, 2021
Sales Hub Pro - Onboarding step 1 : Strong foundations
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
Reply Discussion Getting Started Sales
12 upvotes
6 Replies
TJones5
Member
March 17, 2023
We'll walk you through the very first stages of getting started with Hubspot's Sales Hub in this introduction video. We'll go through how to set up y...read more
JGrek on October 02, 2023
Using a different email for a Sequence
Does anyone know if there is a way to setup a sequence that is from a secondary email address? I operate in both .com.au and com.sg. I'd like to set up my email address com.sg in Hubspot and then add prospects to a sequence that will be sent fr read more
Reply Discussion Professional
0 upvote
1 Reply
Jnix284
Thought Leader | Diamond Partner
October 02, 2023
Hi @JGrek no problem, as an individual user, you can configure/connect more than one personal email. You'll just follow the instructions to connec...read more
BrodyStone21 on October 02, 2023
How to track emails without Chrome extension?
When I'm working at my desk, I use the Chrome extension to track emails and email opens. This works great! However, when I'm working on the couch or elsewhere, I use an iPad Pro with a Magic Keyboard to reply to emails. Unfortunately, I haven't read more
Reply Discussion Free
1 upvote
1 Reply
Jnix284
Thought Leader | Diamond Partner
October 02, 2023
@BrodyStone21 you can log the emails by using the BCC address to make sure your email is added to the contact timeline, but it won't allow you to...read more
RClerico on October 02, 2023
How do I grant access to attachments on a custom object?
hello! I am new at my company and I am doing my best to get the admin side (permissions) at a more secure level. For some of my users, I removed their "super admin" access and gave them a custom permission set that is more tailored to their role. read more
Reply Discussion Enterprise
0 upvote
1 Reply
DianaGomez
Community Manager
October 02, 2023
Hi @RClerico , Great question! To view attachments in records created by other users, a user's Notes permission must be set to E...read more
Jfifelski on October 02, 2023
ZAPIER ISSUES - "invalid redirect_uri was provided"
When trying to connect Zapier to my Hubspot (something I've done many many times before) I get the following error in the pop-up window: "An invalid redirect_uri was provided. Please contact the app developer" Any of the knowledge base solut read more
Reply Discussion Free
1 upvote
1 Reply
kvlschaefer
Community Manager
October 03, 2023
Hi @Jfifelski , Thanks for reaching out to the Community! This may be related to an issue with installing the Zapier integration yester...read more
JMoore10 on October 02, 2023
Deals View with Company Fields pulling in?
We are creating a view at the Deals level. In this Deals view we would like to have a column that shows which campaign a deal is in. These campaigns are run by the sales team so it correlates to the deals area. The issue is this "Campaign" field li read more
Reply Discussion best practices Campaigns Deals
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
October 03, 2023
Hi @JMoore10 , If you want it to be a filtered view on the deal index page (Menu > Sales > Deals), then no, unfortunately. You would eit...read more
ADoremi on October 02, 2023
Contacts for A/B testing
Hello! I am new here in HubSPot. Are we creating a lists of grpup from our original contacts? If yes, how many contacts for each group that we need to have? Appreciate the answer. Thank you
Reply Discussion
0 upvote
2 Replies
karstenkoehler
Hall of Famer | Partner
October 03, 2023
Hi @ADoremi , Do you want to run an A/B test in HubSpot or do you want to create random lists for other purposes? To create random sampl...read more

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